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02 Aug 2023 Sector Comment Trade – Global: Accelerating digital trade confounds deglobalization narrative, but gains concentrated in a few economies
31 Jul 2023 Sector Comment Macroeconomics – US: US growth momentum could persist in second half of 2023
20 Jul 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
11 Jul 2023 Sector Comment Private Student Loan ABS – US: Higher rates will continue to weigh on refi deal collateral quality
10 Jul 2023 Sector Comment Macroeconomics – US: US job market is cooling, but not fast enough for permanent Fed pause
21 Jun 2023 Sector In-Depth The State of the US Consumer: June 2023 (Slides)
20 Jun 2023 Sector In-Depth Healthcare – Europe: Interest expense will rise by over 18% for high-yield healthcare companies in 2023
19 Jun 2023 Sector Comment Macroeconomics – US: Persistent core price pressure risks additional Fed rate hikes
15 Jun 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
30 May 2023 Outlook Global Macro Outlook 2023-24 (May 2023 update): Higher borrowing costs and tighter lending will slow global growth sharply this year
26 May 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
11 May 2023 Sector In-Depth Trade - Global: Global Trade Monitor - May 2023 (Slides)
10 May 2023 Sector In-Depth Consumer Trends – US: Millennial and Gen Z consumers will likely tighten spending as credit access narrows
04 May 2023 Sector In-Depth Political risks – US: Scenario analysis: US debt-limit standoff elevates credit risk for various debt issuers
26 Apr 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
17 Apr 2023 Sector Comment Higher Education – United Kingdom: UK university drop-out rates are unaffected by cost-of-living crisis, a credit positive
12 Apr 2023 Sector Comment Macroeconomics – US: Baseline US macro forecasts unchanged but outlook more uncertain
27 Mar 2023 Sector Comment Macroeconomics – US: Fed rate hikes and tight bank lending will subdue US consumer spending
22 Mar 2023 Sector Comment Credit Conditions – Global: Policymakers have responded promptly to bank stress but spillover risk is rising
16 Mar 2023 Sector In-Depth The State of the US Consumer: March 2023 (Slides)
15 Mar 2023 Sector Comment Macroeconomics – US: Fed's inflation fight remains a priority, but financial stability risks complicate rate path
14 Mar 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
28 Feb 2023 Outlook Global Macro Outlook 2023-24 (February 2023 Update): Global economic risks persist despite recent positive surprises
17 Feb 2023 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
01 Feb 2023 Sector In-Depth Macroeconomics - Global: Economic Pulse Check: Alternative Data Monitor (Slides)
30 Jan 2023 Sector Comment Macroeconomics – US: US economy's controlled Q4 cooling will continue this year
18 Jan 2023 Outlook Credit Conditions – Global: 2023 Outlook - Ten questions on what to watch in global debt markets
05 Dec 2022 Sector In-Depth The State of the US Consumer: December 2022 (Slides)
02 Dec 2022 Sector In-Depth Macroeconomics – Global: Economic Pulse Check: Alternative Data Monitor (Slides)
21 Nov 2022 Sector Comment Macroeconomics – US: Evidence of weakening economic activity mounts as US consumer purses tighten
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